Core Viewpoint - Nvidia is set to unveil a new humanoid robot featuring advanced AI capabilities, referred to as the "new brain" for robots, indicating a significant advancement in physical AI technology [3][6]. Group 1: Product Launch and Features - Nvidia's upcoming humanoid robot is being promoted through a social media campaign, including a video featuring the robot reading a card from CEO Jensen Huang [3][4]. - The new brain technology is designed to be compatible with various humanoid robot models, suggesting a versatile application across different platforms [6]. Group 2: Physical AI Development - Nvidia is accelerating its deployment in the physical AI sector, which is seen as the next wave following generative and agent AI technologies [6]. - The company emphasizes that physical AI relies on neural graphics, synthetic data generation, physical modeling, reinforcement learning, and AI reasoning technologies, which are crucial for modern robotics and autonomous vehicles [6]. Group 3: Market Position and Ecosystem - Nvidia is actively seeking more applications for its GPUs in industrial and robotic fields, where physical AI is increasingly relevant [6]. - The company has established a strong ecosystem for humanoid robots, with many manufacturers opting for Nvidia's solutions due to their comprehensive support, which reduces development time [6]. Group 4: Recent Product Introductions - In January, Nvidia introduced the foundational world model Cosmos at CES, aimed at generating synthetic scenarios for autonomous driving and supporting physical AI system development [7]. - At SIGGRAPH, Nvidia launched an open-source 7 billion parameter visual language model (VLM) called Cosmos Reason, designed to help robots and visual AI agents understand and interact with the physical world [7]. - Nvidia also announced new hardware solutions, including servers equipped with RTX PRO 6000 Blackwell GPUs, targeting enterprise workloads in agent AI, industrial applications, and physical AI [7].

Core Viewpoint - Nvidia is set to unveil a new humanoid robot "black technology," which is a significant advancement in the field of robotics, particularly focusing on a new brain for robots [3][5]. Group 1: Product Launch and Features - The upcoming product is described as a "new brain" for robots, indicating a focus on enhancing robotic intelligence and capabilities [5]. - A promotional video showcased a humanoid robot interacting with a gift box, suggesting that the new brain is compatible with various humanoid robot models [7]. - Nvidia's CEO Jensen Huang emphasized that the next wave of innovation will be in physical AI, which relies on advanced technologies such as neural graphics and reinforcement learning [8]. Group 2: Market Position and Applications - Nvidia is accelerating its deployment of physical AI, particularly in industrial and robotics sectors, which are closely related to the new product [8]. - The company has been actively seeking more applications for its GPUs, with a notable presence in the robotics field through its Jetson Thor GPU onboard computer [8]. - Market research indicates that while many chips meet performance requirements, there are limited solutions for humanoid robots, with Nvidia's offerings being favored due to their comprehensive ecosystem [8]. Group 3: Recent Developments and Innovations - Nvidia has introduced several products related to physical AI, including the Cosmos model for generating synthetic environments and the open-source 70 billion parameter visual language model, Cosmos Reason [9]. - The company is also launching new server versions equipped with RTX PRO GPUs for enterprise workloads related to AI and physical applications [9]. - Upcoming hardware releases include RTX PRO 4000 and RTX PRO 2000 GPUs, aimed at engineering, AI, and 3D visualization applications [9].

Core Viewpoint - The next wave of technology is Physical AI, which is being rapidly deployed by NVIDIA, leveraging neural graphics, synthetic data generation, physical models, reinforcement learning, and AI inference technologies [2] Group 1: Physical AI Development - NVIDIA's CEO Jensen Huang has emphasized the importance of Physical AI multiple times this year, indicating it as a significant future trend [2] - At the 2025 World Robot Conference, NVIDIA's Omniverse and simulation technology VP highlighted that Physical AI could unlock a trillion-dollar market [2] - NVIDIA presented 16 papers on Physical AI at the SIGGRAPH 2025 conference, marking it as the central theme of their participation [2] Group 2: Relationship Between Graphics Research and Physical AI - There is a close relationship between graphics research and Physical AI, with advancements in rendering leading to the creation of realistic virtual worlds for training advanced Physical AI systems [3] - NVIDIA has significantly improved real-time path tracing performance by 10,000 times over the past nine years, enhancing the training of AI systems [3] - Simulations play a crucial role in robot research, allowing for safe and efficient training in virtual environments, which can be several orders of magnitude more efficient than real-world training [3] Group 3: Expectations and Applications of Robotics - Different types of robots have varying expectations, from simple tasks for industrial arms to complex navigation for autonomous vehicles and versatile skills for humanoid robots [4] - The key to transforming generative AI into Physical AI lies in training data, with synthetic data being crucial to overcoming data challenges [4] - NVIDIA is actively seeking more applications for GPUs in industrial and robotics sectors, which are closely related to Physical AI [4] Group 4: Product Launches and Innovations - NVIDIA has accelerated the release of products related to Physical AI, including the Cosmos world model for generating synthetic driving scenarios and the open-source 70 billion parameter visual language model, Cosmos Reason [6] - New hardware solutions are being introduced, such as servers equipped with RTX PRO 6000 Blackwell GPUs for enterprise workloads related to AI and Physical AI [6] - Upcoming products include the RTX PRO 4000 Blackwell SFF and RTX PRO 2000 Blackwell GPUs, aimed at engineering, AI, and 3D visualization applications [6]

Core Viewpoint - The next wave of innovation is identified as Physical AI, which is emphasized by NVIDIA's CEO Jensen Huang, highlighting its potential to drive significant market growth in various sectors [1] Group 1: Physical AI Development - NVIDIA is accelerating its deployment in the Physical AI sector, which relies on neural graphics, synthetic data generation, physical modeling, reinforcement learning, and AI inference technologies [1] - Physical AI is expected to unlock a trillion-dollar market, as mentioned during the 2025 World Robot Conference [1] - At the SIGGRAPH 2025 conference, NVIDIA presented 16 papers focusing on Physical AI, indicating its central theme for the event [1][2] Group 2: Relationship Between Graphics and AI - There is a close relationship between Physical AI and graphics research, with advancements in rendering technology enabling the creation of realistic virtual worlds for training advanced Physical AI systems [2] - NVIDIA's rendering research has improved real-time path tracing performance by 10,000 times over nine years, showcasing significant technological progress [2] Group 3: Robotics and AI Integration - Future robots are expected to redefine operations in factories, warehouses, and agriculture, with a strong coupling between AI and simulation research [2] - Training robots in virtual environments is safer and more efficient than in the real world, allowing for rapid skill acquisition [2] Group 4: Product Launches and Innovations - NVIDIA has introduced several products related to Physical AI, including the Cosmos world model for generating synthetic driving scenarios and the open-source 70 billion parameter visual language model, Cosmos Reason [5] - New hardware solutions, such as the RTX PRO 6000 Blackwell server GPU, are being launched to support AI and Physical AI workloads [5]